SystematicApproach

“Contrary to popular belief, estate planning is not about a set of documents. Rather, it is a life-long process that maximizes the enjoyment of assets both now and in the future.”

During the initial meeting, we discuss your goals and concerns, and how estate planning can address these issues. During the design meeting, we delve into the details of your plan, graphically representing how your legacy, wealth transfer, and beneficiary protection goals will be achieved. Your estate plan is implemented during the signing meeting. Finally, your Client Care program will ensure that the estate plan stays current.